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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,357 | $124,980-14.1% | $108,359-0.9% | $154,746-30.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 70.1%+8.4pp | 80.7%-2.1pp |
| Annual return | 13.07% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,482 | $2,851-12.9% | $2,399+3.5% | $4,379-43.3% |
| Participant deferral / active EE | $8,672 | $4,743+82.8% | $4,137+109.6% | $6,730+28.8% |
| Admin fee / account holder | $692 | $11,502-94.0% | $9,741-92.9% | $14,365-95.2% |